John Lindberg is a CFP® with 19 years of industry experience, currently serving with Strategic Wealth Group. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Lindberg serves on the board of the Summit Terrace Condominium Association, a nonprofit organization. Strategic Wealth Group is a team-based advisory firm managing $1.54 billion in discretionary assets as of December 31, 2025. The firm provides portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities, utilizing both fundamental and technical analysis and a range of third-party management solutions.

Andrew Dressel is a CFP® professional with 13 years of experience in financial advising. He is currently part of the Abundo Wealth team in Minnetonka, MN, where he has worked since 2020. His prior experience includes roles at Ameriprise Financial Services and Confetti Wealth. Outside of advisory roles, he has fiduciary responsibilities such as serving in trustee and executor capacities. Abundo Wealth delivers ongoing comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on areas like cash flow, retirement, and estate planning. The firm emphasizes a passive investment approach using low-cost index funds and structures its fees on a subscription basis without requiring asset minimums or exercising discretionary trading authority.

Haris Kopic is a CFP® professional affiliated with Boyum Wealth Architects LLC in Bloomington, MN, with six years of industry experience. He previously worked at Tolleson Private Wealth Management, LP, Mariner Wealth Advisors, and Accredited Investors Wealth Management. He is a shareholder in Tolleson Wealth Management, Inc. but holds no active position or duties there. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Richard Stoeckel III is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and JPMorgan Chase Bank, N.A. He also owns an online collectible retail business focused on older video games. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios on a discretionary, custom basis using a combination of technical, tactical, and fundamental analysis tailored to each client’s risk tolerance and goals.

Benjamin Kirchner is a financial advisor with MD Financial Advisors / Vestment Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked previously at MML Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Kirchner has been with his current firm since 2018. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, tax strategies, and low-cost mutual funds and ETFs.

Eric Turcott is a financial advisor at Abbey Street with four years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, Turcott is involved in real estate as a licensed realtor and has experience in construction and administration through his involvement with Turcott Construction and Jacobson Advanced Eye Care. Abbey Street serves corporate retirement plans and private wealth clients, offering retirement plan consulting, fiduciary oversight, and portfolio management. The firm employs an independent, fiduciary-oriented investment process that combines quantitative and qualitative analysis with a focus on diversification and ongoing due diligence.

Kimberly Andrews is a CFP® professional with four years of industry experience, currently serving at Birchwood Financial Partners, Inc. She has worked at Birchwood since 2013, with a brief tenure at Boulay Financial Advisors, LLC from 2020 to 2021. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation and manager selection tailored to client risk profiles.

Charles Hutchinson is a CFP® professional with four years of experience in financial advisory. He currently works at Strategic Wealth Group and has prior experience at Fidelity Personal and Workplace Advisors and Wells Fargo. Outside of his advisory role, he coaches sports and fitness activities in Peter, MN. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and offers both ongoing fiduciary advice and options for client control, managing $1.54 billion in discretionary assets as of December 31, 2025.

Gregg Sainsbury is a CFP® professional with 27 years of industry experience, currently serving at Boyum Wealth Architects LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company and Thrivent. He is also a director of capital at Laughlin Ranch Capital, a private equity firm, where he manages communications with vendors, banks, and investors. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a combination of technical and tactical allocation strategies with fundamental and cyclical analysis, customizing portfolios to client goals and risk tolerance.

W. Jillian Link is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 designation and 25 years of industry experience. Her career includes roles at Securities America Inc. and Osaic Wealth, Inc., and she has been with USAdvisors since 2012. Outside of advisory work, she owns Bear Cave Brewing, a business featuring a self-serve tap system, food service, and an event space. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of model portfolio strategies and fundamental security selection, sourcing models from multiple institutional providers to align portfolios with client objectives.

Tucker Schumacher is a financial advisor at Tradition Wealth Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at Private Client Services and Concourse Financial Group Securities Inc. Outside of his financial career, he has been a high school hockey coach in Lakeville, Minnesota, since 2021. Tradition Wealth Management serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and charitable organizations. The firm provides portfolio management, financial planning, third-party manager selection, and retirement-plan advisory services, utilizing a comprehensive investment process that includes model portfolios, ETFs, individual securities, and alternative investments.

Andrew Matysik is a financial advisor at Punch & Associates Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Punch & Associates since 2002. Punch & Associates serves a broad range of clients including high-net-worth individuals, foundations, pension and profit-sharing plans, and government entities. The firm employs a multi-cap investment approach emphasizing bottoms-up fundamental research and offers discretionary portfolio management alongside wealth advisory services.

Andrea Eaton is a CFP® professional with 12 years of experience in financial advising. She has been with Cornerstone Wealth Advisors, Inc. since 2004. Cornerstone Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations with comprehensive financial planning and wealth management. The firm employs a strategic asset-allocation process using quantitative factors to build long-term portfolios and conducts portfolio reviews at least six times per year.

Matthew Pearson is a financial advisor at Nepsis, Inc. in Minneapolis, MN, holding a Series 65 designation with 11 years of industry experience. He has been with Nepsis, Inc. since 2015. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses by providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm offers investment management through a wrap-fee program with ongoing supervision and uses a variety of investment vehicles, while also providing research and educational products to other financial advisors.

Jon Meyer is a CFP® with 13 years of industry experience, currently serving as an advisor at BGM Wealth Management. He has been with BGM Wealth Partners since 2016. Meyer is also a 5% owner and partner at Cornerstone Private Asset Trust Co. LLC. BGM Wealth Partners is a team-based wealth management firm serving individual and high-net-worth clients, managing approximately $517 million in assets. The firm offers comprehensive financial planning and portfolio management with a focus on integrated planning across investment, tax, and estate matters, supported by a multidisciplinary team including CFP and CPA/PFS professionals.

Kari Haanstad is a CFA® charterholder with a Series 66 license and nine years of industry experience. She has been with Modus Advisors, LLC since 2018 and previously worked at LPL Financial, LLC for one year. Modus Advisors serves individuals, trusts, pension and corporate plan sponsors, and other business entities by offering asset management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using a range of securities and incorporates derivative strategies, while also addressing risks related to political factors, security-backed lending, and artificial intelligence.

Mark Gierach is a financial advisor at Stiles Financial Services, Inc. in Edina, MN. He holds a Series 65 designation and has six years of industry experience, including six years at Bremer Bank and four years with Stiles Financial Services. Stiles Financial Services serves individuals, families, trusts, estates, charitable organizations, foundations, and corporations with customized financial planning and corporate retirement plan consulting. The firm combines pension-consultant–style retirement plan services with a discretionary wrap-fee portfolio program, emphasizing diversification, asset allocation, risk management, and generally long-term buy-and-hold investment strategies.

Spencer Davies is a CFP® professional with two years of industry experience, currently serving at BGM Wealth Partners. His prior work includes roles at Wells Fargo, Target, Northwestern Mutual, and Shoreland Country Club. Outside of advisory work, he holds a vice president and shareholder position at Lea Management Company, a real estate and management firm. BGM Wealth Partners is a team-based wealth management firm consisting of six advisors managing approximately $517 million in client assets for about 213 households. The firm serves individual and high-net-worth clients, focusing on integrated financial planning and portfolio management supported by a multidisciplinary team that includes CFP and CPA/PFS credentialed professionals.

Jonathan Guyton is a CFP® professional with 12 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. in Edina, MN. He has been with the firm since 2003. Cornerstone Wealth Advisors provides comprehensive financial planning, wealth management, and retirement planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset-allocation process using quantitative factors to build and monitor long-term portfolios, conducting portfolio reviews at least six times per year.

Daniel Sigurdson is a financial advisor at Strategic Wealth Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 1996. Sigurdson is also involved as a volunteer committee member for the Minnetonka School District. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets as of December 31, 2025, employing fundamental and technical analysis to build client strategies and offering both fiduciary advice and options for non-discretionary control.